The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Help & Training Articles

Quick Cybersecurity Tricks You Should Do Now

Help & Training

As a technology company that serves some of the most highly regulated industries, Silverline is always working to mature our awareness and security initiatives. So of course, we want to celebrate October as National Cybersecurity Awareness Month by sharing some simple tips and tricks to help up your security game.   Passwords I know you’ve heard it before, but a strong password is the simplest and strongest tool you have to stay safe online. Think…
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Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type

Help & Training

The Winter ‘19 release is right around the corner and brings with it new features and new things to prepare for.  If you are a Financial Services Cloud user, there is a change introduced in Winter ‘19 that you should be aware of.   Before Winter ‘19, there was a single Lead referral record type that came out of the box with Financial Services Cloud.   With Winter ‘19, one of the goals with Financial…
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Object Agnostic Related List Component for Salesforce

Help & Training

At Silverline, my role is a Solution Architect/Senior Business Analyst and I specialize in declarative builds. A couple months back, I received a request to build a custom Visualforce related-lists component for Silverline’s internal org. Though custom related lists for the Salesforce Classic UI have always been a common ask, there was a twist: The list(s) would be placed on a tabbed component – with each tab having its own list. Still, I was pretty…
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A Little Goes A Long Way In Your CRM: Small CRM Updates Massively Impact Your Team’s Productivity & Effectiveness

Help & Training

A fully-functioning, perfect CRM is hard to obtain, and once a team accomplishes this glory, it can be hard to encourage more change or even continuous updates. To begin, finding someone with the wits and experience to overhaul your CRM can be costly, time-consuming, and daunting. Even once you find your CRM guru, it’s challenging to set goals, outline a plan, and develop criteria for your new system to live up to. Establishing a system…
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Top 3 Chrome Extensions for Salesforce

Help & Training

Oh, Chrome extensions – how we love them so. If America runs on Dunkin, then Salesforce Admins run on Chrome extensions. They give you more wings than Red Bull. They’re approved by the Most Interesting Man in the World (no, not really). Unfortunately, they can’t create enough cliches to keep you laughing through my introduction. So, yeah. As a Salesforce professional, I rely heavily on Chrome extensions to make my life a little bit easier. Here are…
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Lightning Experience Adoption is a Key Push in the Salesforce Summer ‘18 Release

Help & Training

If you haven’t made the move to Lightning there has never been a better time. The Lightning transition toolkit is chock full of great tools to help you assess your Lightning readiness. The Lightning Experience Readiness Check is available now and will help you identify Lightning ready users with one-click and will provide a report with actionable trusted guidance on the next steps in rollout. Lightning Visualforce Check will automatically identify any of your Visualforce…
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Showcase your Trailhead Badges with the Salesforce Summer ‘18 Release

Help & Training

Trailhead is an amazing tool to learn about the Salesforce platform (and more) and to increase user adoption. In Summer ‘18, you will be able to display Trailhead badges on user profiles (and more) without having to implement any additional packages. This means you will be able to share and view your team’s accomplishments right from the user profile. The compact view will show three badges, the full view five and you can click View…
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Enhanced Collaboration for Chatter in the Salesforce Summer ‘18 Release

Help & Training

For any organization on the Salesforce platform, Chatter is a core part of the daily workflow. In the Summer ‘18 Salesforce release, there are some exciting new enhancements coming that will make Chatter an even stronger platform for record collaboration and historical communication. We all know that you can tag your co-workers and groups from a single record itself to draw the conversation to that page. In Summer ‘18, you will be able to include…
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Digital Transformation Begins With the Customer: Five Keys for Building a Successful CRM Roadmap

Help & Training

Business leaders are becoming increasingly aware that they must embrace digital transformation to remain competitive. This can mean a number of things depending on the organizational maturity and marketplace. One thing it always includes is the idea of leveraging cloud technology to become more customer-centric. Cloud-based CRM has emerged as the platform of choice for a 360-degree view of customers and customer interaction. It is no longer the domain of sales alone, the entire organization…
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How do you stay on top of Salesforce releases?

Help & Training

Staying on top of Salesforce’s three releases each year can be a big task if you don’t have a proper strategy in place. Are you an admin on a Salesforce team or a solo-admin for your company? The smaller your team, the more daunting these releases may seem. Take advantage of these best practices to stay on top of each release and make sure your org is up-to-date and you’re not missing any exciting new…
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